linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tracy Dendel

Capstone Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tracy? Claim Your Profile

About Tracy Dendel

Tracy Dendel is a Financial and Operations Principal at Capstone Partners. Tracy has been in the industry since July 25, 2024 and holds a Series 27 license. Capstone Partners is registered with FINRA and is not registered with the SEC.

Firm Information

Tracy Dendel is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tracy Dendel’s Registration & Firm History

CO

07/26/2024 - Present

Capstone Partners (Denver CO)

Not sure if Tracy Dendel is right for you?

Licenses & Designations

BC

Issued 07/26/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Dendel.
Not sure if Tracy Dendel is right for you?